E27 pt 2 - (there's no E26!) - This week's noteworthy macro/market news
TEMU, inflation, interest rates, house prices, and other topical news
UK Small/Mid Caps Podcast with Paul Scott · Paul Scott
Audio is streamed directly from the publisher (sphinx.acast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Paul starts by examining Chinese eCommerce company TEMU, and its very aggressive business model, clearly designed to hoover up market share, through heavy subsidies. My mystery shop has recently been air freighted into the UK, both uneconomic and polluting, but all in the name of research.
4 positive, and 4 negative things about the UK economy right now.
Large and mid-caps have now joined AIM in being significantly down year-to-date. When will the pain end? Does the UK market have structural problems, as well as more competition for funds from cash deposits & fixed interest.
House prices are falling heavily in real terms now, but does it matter?
Will hydrogen power heavy vehicles in future? Or solid state batteries? Which tech is the one to back?
Hosted on Acast. See acast.com/privacy for more information.